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Tata Quant Fund vs Quant ESG Equity Fund Regular compare
Tata Quant Fund-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹66 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jan 2020 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 100 ESG TRI |
| Turn Over | 349.61% | % |
| Expense Ratio | 2.4 | 2.42 |
| Manager | Sailesh Jain | Sanjeev Sharma |
| ISIN Code | INF277K016Y9 | INF966L01AB8 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -100% | 5.43% |
| 6 Month | -100% | 15.76% |
| 1 Year | -100% | -11.75% |
| 3 Year | -100% | 14.03% |
| 5 Year | -100% | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.23% | 1.98% |
| 1 Year | -11.46% | 3.4% |
| 3 Year | 10.52% | 11.87% |
| 5 Year | 11.18% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.45% | 21.51% |
| 3 Year | 13.52% | 27.16% |
| 5 Year | 13.06% | - |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 18.756% |
| Sharp | 0.361% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
Fund Managers
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Sanjeev Sharma |
| Total AUM | ₹17041 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 17.05 |
| Large Cap | 50.12 | 56.62 |
| Mid Cap | 43.8 | 6.37 |
| Small Cap | - | 19.96 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 13.28 |
| Industrials | 4.37 | - |
| Financial Services | 30.79 | 30.3 |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 12.42 |
| Technology | 18.74 | 6.68 |
| Utilities | 6.66 | 12.75 |
| Energy | 0.8 | 0.44 |
| Healthcare | 7.47 | 6.37 |
| Communication Services | 4.29 | - |
| Real Estate | - | 9.51 |
| Consumer Defensive | - | 8.25 |
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